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How to refresh the page after custom ribbon button click action is performed
Hello all,I create a custom ribbon button like "confirm quote" using ribbon workbench.On that button i call a workflow ,with the help of this...
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Fields locked in some Accounts but editable in others
Hello Dynamics Community,we just launched Dynamics CRM Online in our company and are working hard to get the last few bigger problems solved so our Sales Team can work smoother.Today one of your Sales...
View ArticleWhen Child form created for a Parent from Child sub grid. Abnormally opening...
Hi,When Child form created for a Parent from Child sub grid. Abnormally opening new Parent form instead opening same Parent form.Example:1. I have Create Company .(Parent) 2.I have created...
View Articleregarding sharing and assigning of records
hi i am having two users A,B a has assigned records to B and he can see.here if sharing has done where he can see the shared records
View ArticleDisable product line items in opportunity after a specific field value is set
Hi there everyone, Does anyone know how can I disable the opportunity products Grid on opportunity after a value of a field is set to something.can I do it with business rules or a plug-in has to be...
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Dialog/ HTML form to accept multi select account lookup and to create records...
Here is the requirement I got. There are three entities involved here 1. Training, 2. Account and 3. Tech Support Ticket.Whenever the coordinator creates / updates a “Training” record, and adds the...
View ArticleHow to use PowerShell "Invoke-RestMethod" to connect to CRM Online WebAPI?
Hi,I want to query CRM Online Entities using WebAPI (https://crmorg.api.crm.dynamics.com/api/data/v8.2/).For same, I need to use power-shell "Invoke-RestMethod" command, now this command expect an...
View ArticleHow to use WEB APIs with LiveID Authentication?
Hi,I am using MS Dynamics CRM online and on-premise version. I would like to know:1. How can I setup LiveID authentication for MS Dynamics CRM online and on-premise instance?2. How to use LiveID...
View ArticleHow to use WEB APIs with Claim Based Authentication?
Hi,I would like to know, How can I use Claim Based Authentication with the MS Dynamics CRM WEB APIs?Thanks.
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Display a by retrieving option set in a web resource
Hi,I'm new on Dynamics 365, and I still don't succeed in retrieving my option set text/values.I would like display the options by using a web resource searching in an option set the options available....
View ArticleStuck in Requesting Data loop
I'm relatively new to Dynamics CRM but I have noticed a chance since the may update. I'm not sure if anyone can directly help but any suggestion would be extremely helpful! Every time I try to access...
View ArticleCannot save Dynamics 365 opportunities to Sharepoint online
I'am currently working on integrating sharepoint online with dynamics 365. I have done the integration and it worked fine. I have integrated so all content is saved on specific/individual account with...
View ArticleNavigating away from form saves the form? Any way to prevent this?
Hi everyone!I have a form with some lookup fields . When i click on a lookup field it automatically goes to the related entity. I get a popup alerting me if i want to stay on the form or not , but if i...
View ArticleReplacing Case Resolution dialog - How to set case resolution?
Hi,As many others have found is the case resolution very limited. And you cannot capture answers etc and store them, send them in an email etc.To overcome this pretty big issue I found...
View ArticleCannot qualify lead to opportunity
Hello,We are having issues with qualifying leads to opportunities. When a user tries to qualify a lead the user gets an error that he does not have the sufficient permissions to qualify a lead.Security...
View ArticleHow to delete real data from a project?
Hi everyone.I'm trying to delete a project from dynamics 365, but is not posible because real data are associated with.When I check the real data , I can see it, but not delete it. (Delete option does...
View ArticleAdd new fields to account entity without customizing
Hi Community,I am looking for a user friendly way of creating new fields to an account without customizing.These fields shall be organized in "blocks". As an example: Users need to create a new block...
View ArticleInvite customers to sign in to our Customer Service portal using their Azure...
Hi, I am trying to streamline on boarding for our customer. Can our Customers register and sign in to our Customer Service Portal using their own Azure AD credentials (or is that only possible for...
View ArticleWeb Notifications Configuration Page Bugs (Portals 7.0.0024)
When using Edge, adding new entities to the "Send Notifications" column will add to the same row (like a comma separated list) instead of adding each new entity to its own row.When using any browser,...
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Why in Business Rules, set value in decimal field replace dot with comma?
Hi,we have a decimal field that we want to set with business rules to 0.5, the validation is OK, but when we save the business rule and reopen the rule there is an error and when we check the set value...
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